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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
401
Berkeley Capital Partners
Georgia
$844K +$43.5K +232 +5%
PO
402
Private Ocean
California
$844K +$305K +1,625 +50%
CA
403
Claro Advisors
Massachusetts
$843K +$20.6K +110 +2%
RC
404
Roundview Capital
New Jersey
$840K – – –
KL
405
KWMG LLC
Kansas
$834K – – –
TF
406
Theory Financial
Colorado
$830K +$891K +4,745 New
GRP
407
Global Retirement Partners
California
$829K +$2.06K +11 +0.2%
BOPW
408
Brandywine Oak Private Wealth
Pennsylvania
$825K – – –
LDB
409
Lee, Danner & Bass
Tennessee
$825K – – –
CWM
410
Cahaba Wealth Management
Georgia
$819K +$3.57K +19 +0.4%
VFIC
411
Valley Forge Investment Consultants
Pennsylvania
$816K +$3.57K +19 +0.4%
WCA
412
Waypoint Capital Advisors
Minnesota
$813K – – –
PWA
413
Physician Wealth Advisors
Utah
$805K +$563 +3 +0.1%
DWP
414
Destiny Wealth Partners
Florida
$804K – – –
FMWA
415
Forvis Mazars Wealth Advisors
Missouri
$802K +$59.9K +319 +7%
SW
416
SVB Wealth
Massachusetts
$802K +$83K +442 +11%
SCA
417
Snowden Capital Advisors
New York
$797K +$1.31K +7 +0.2%
S
418
Surevest
California
$796K +$13K +69 +2%
WPW
419
Waldron Private Wealth
Pennsylvania
$795K – – –
CPA
420
Cardiff Park Advisors
California
$785K +$93.3K +497 +12%
RDWM
421
Red Door Wealth Management
Tennessee
$779K +$146K +776 +21%
CAI
422
Capital Advisors Inc
Oklahoma
$769K -$34.9K -186 -4%
NCM
423
Next Capital Management
New York
$763K – – –
DJYG
424
David J. Yvars Group
Florida
$761K -$58.4K -311 -7%
APG
425
Abacus Planning Group
South Carolina
$760K – – –
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